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UF EPM™ Events

The Executive Practice Management™ Program for Dentists, offered by the University of Florida College of Dentistry, is designed to prepare dentists to become business owners and executive managers within their dental practices. The curriculum designed for this 13-month program focuses on the critical components of business ownership not taught within traditional dental education (DMD/DDS) programs. This program will equip you with the leadership tools that will dramatically enhance your practice success.

Upcoming Presentations

October 6-7, 2017

Module 13: Planning for Retirement and Practice Transitions™

Michael P. DeMeola, CPA, CFE is joined by David M. Hoffman, CPA, CVA, both are partners at Berryhill, Hoffman, Getsee & DeMeola, LLC, to present strategies for practice transition. Succession planning is a key component to a successful retirement. Items on the agenda include:

Preparing your practice for sale

Tax implications of the sale

Pitfalls and successes of practice valuations and transitions

December 2-3, 2017

Module 3: Build, Buy or Become an Associate/Employee™

Michael P. DeMeola, CPA, CFE, partner at Berryhill, Hoffman, Getsee & DeMeola, LLC, will give an informative presentation on the different types of practice ownership options and their associated tax benefits. Additionally, he will discuss the process and components of buying and/or selling a practice. His agenda covers the importance of understanding the business valuation process as well as the “do’s and don’ts” of practice transitioning. Critical factors in determining how to structure a practice sale, together with an explanation of the tax implications for both the buyer and seller will be presented.

January 13-14, 2018

Module 4: Business Plan 101™

Michael P. DeMeola, CPA, CFE, partner at Berryhill, Hoffman, Getsee & DeMeola, LLC will help practitioners identify the purpose and use of a business plan by presenting various spreadsheets frequently used in developing a plan. Students are helped to estimate and develop a business plan and budget for their practice.

February 10-11, 2018

Module 5: Staffing Your Practice™

Michael P. DeMeola, CPA, CFE, partner at Berryhill, Hoffman, Getsee & DeMeola, LLC will assist students with understanding various dental staffing job descriptions, functions, duties and responsibilities. A portion of the program will be devoted to viewing a current market analysis for staff positions.

March 3-4, 2018

Module 6: Practice Financials and QuickBooks™

Over the course of two days Michael P. DeMeola, CPA, CFE, partner at Berryhill, Hoffman, Getsee & DeMeola, LLC gives detailed step-by-step instructions for installing and operating QuickBooks software. By presenting basic bookkeeping and accounting concepts students are able to understand the purpose of tracking accounts payable and receivables, payroll, production and collections. The purpose of financial statements is explained along with the importance of knowing your practice’s key financial ratios.